Dal Rae’s
9023 E. Washington Blvd.
Pico Rivera, CA 90660
Event date and time
Wednesday
October 14th
Check-in at 5:30 PM
6:00 PM
Waitlist Only
Are you concerned about the recently announced 40 Trillion dollar debt the US Government has created and owes? And as a result, do you think there is a chance your personal income taxes might be going up in the future?
If the is answer is YES to both questions…
You are cordially invited to attend an educational presentation* over dinner (always our treat!) where we will discuss products that create a tax free* source of money for you and your family’s use, while at the same time leveraging your estate for potential Long Term Care needs, Tax-Free*!!
Together we can discuss:
How to provide income tax-free* benefits
How to leave your beneficiaries tax-free* benefits
How to obtain Long Term Care with tax-free* benefits
Find out how one product may provide a strategy for tax-free* Liquidity, Long Term Care and Legacy
There is no cost or obligation when attending this complimentary dinner and educational insurance presentation, but you must register beforehand.
Get informed and learn about your options now.
Registration has closed
You can still join our waitlist below.
Contact Info
Our Services
Our Company
3605 Long Beach Blvd., Suite 310
Long Beach, CA 90807
21151 South Western Avenue, Suite 100
Torrance, CA 90501
14241 East Firestone Blvd., Suite 400
La Mirada, CA 90638
*This insurance presentation will build on educational information provided to you in the past. Should you wish to refer your non-client friends let us know. Cash growth in a life product is tax deferred. Cash value will not decline due to market losses. Borrowing from a non-modified endowment contract is income tax free. Death benefit of a life product is income tax free. Full terms, riders, fees and eligibility available upon request. No products will be sold at this event, dinner is complementary and there is no obligation for a follow up appointment.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.
Insurance products and services are offered by Infinite Insurance & Financial Services CA, Insurance Lic. #0G09901and Serenity Rodarte CA Insurance Lic. #0F89624.
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